Stock Transactions — MORNINGSTAR INC

Total Bought
4,080,610
218 transactions
Total Sold
4,673,923
257 transactions
Net
-593,313
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
LOS ANGELES CAPITAL MANAGEMENT LLC111645,384+645,2730.000.43+0.43buy
WELLINGTON MANAGEMENT GROUP LLP1,136,2131,662,405+526,1920.040.05+0.01buy
TWO SIGMA INVESTMENTS, LP382,454859,459+477,0050.120.12-0.00buy
BNP Paribas Asset Management Holding S.A.26,844186,048+159,2040.010.04+0.03buy
AMERIPRISE FINANCIAL INC19,781156,711+136,9300.000.01+0.01buy
KENSICO CAPITAL MANAGEMENT CORP0135,000+135,0000.000.47+0.47buy
SEI INVESTMENTS CO59,267189,302+130,0350.010.03+0.02buy
RENAISSANCE TECHNOLOGIES LLC323,770448,870+125,1000.110.12+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP285,098394,931+109,8330.040.04-0.00buy
CONFLUENCE INVESTMENT MANAGEMENT LLC71,033177,568+106,5350.230.47+0.23buy
GOLDMAN SACHS GROUP INC113,822210,402+96,5800.000.00+0.00buy
Incline Global Management LLC6,27888,354+82,0760.475.87+5.40buy
Gotham Asset Management, LLC100,283169,630+69,3470.080.09+0.01buy
Crawford Fund Management, LLC20,30089,200+68,9001.414.92+3.50buy
JPMORGAN CHASE & CO365,560430,056+64,4960.010.00-0.00buy
STIFEL FINANCIAL CORP13,48363,101+49,6180.000.01+0.01buy
DIMENSIONAL FUND ADVISORS LP471,971517,769+45,7980.020.02-0.00buy
River Road Asset Management, LLC042,084+42,0840.000.08+0.08buy
LOOMIS SAYLES & CO L P7,63148,981+41,3500.000.01+0.01buy
TUDOR INVESTMENT CORP ET AL4,71040,000+35,2900.010.04+0.03buy
AMERICAN CENTURY COMPANIES INC1,76636,642+34,8760.000.00+0.00buy
CANADA PENSION PLAN INVESTMENT BOARD18,90052,100+33,2000.000.01+0.00buy
JANUS HENDERSON GROUP PLC57,58989,885+32,2960.010.01+0.00buy
SG Americas Securities, LLC15,09046,937+31,8470.000.01+0.00buy
ROYCE & ASSOCIATES LP143,011174,275+31,2640.320.29-0.02buy
BENJAMIN EDWARDS INC4,71434,706+29,9920.010.06+0.05buy
Copeland Capital Management, LLC105,282135,215+29,9330.510.51-0.00buy
RAYMOND JAMES FINANCIAL INC30,77857,363+26,5850.000.00+0.00buy
Allspring Global Investments Holdings, LLC1,32127,428+26,1070.000.01+0.01buy
Holocene Advisors, LP025,983+25,9830.000.01+0.01buy
Point72 Asset Management, L.P.145,917170,909+24,9920.050.05+0.00buy
CAXTON ASSOCIATES LLP024,977+24,9770.000.10+0.10buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC189,925213,823+23,8980.010.01-0.00buy
CITADEL ADVISORS LLC023,650+23,6500.000.00+0.00buy
PRUDENTIAL FINANCIAL INC42,16465,498+23,3340.010.01+0.00buy
BNP PARIBAS FINANCIAL MARKETS19,76142,179+22,4180.000.00+0.00buy
Waverly Advisors, LLC021,153+21,1530.000.03+0.03buy
ENVESTNET ASSET MANAGEMENT INC85,973106,787+20,8140.010.00-0.00buy
Walleye Capital LLC020,166+20,1660.000.02+0.02buy
BANK OF AMERICA CORP /DE/164,311183,575+19,2640.000.00-0.00buy
ING GROEP NV016,613+16,6130.000.02+0.02buy
1832 Asset Management L.P.015,900+15,9000.000.00+0.00buy
ROYAL BANK OF CANADA8,74722,471+13,7240.000.00+0.00buy
Invesco Ltd.271,999285,130+13,1310.010.01-0.00buy
JONES FINANCIAL COMPANIES LLLP41513,301+12,8860.000.00+0.00buy
Schonfeld Strategic Advisors LLC10,71221,806+11,0940.010.03+0.02buy
Advisory Services Network, LLC3,17313,935+10,7620.010.03+0.02buy
Allianz Asset Management GmbH16,59327,104+10,5110.000.01+0.00buy
THRIVENT FINANCIAL FOR LUTHERANS35,18545,628+10,4430.010.01+0.00buy
Oak Thistle LLC3,53513,366+9,8310.110.22+0.11buy
LECAP ASSET MANAGEMENT LTD09,626+9,6260.000.61+0.61buy
Trexquant Investment LP20,32329,267+8,9440.040.04-0.00buy
WORLDQUANT MILLENNIUM ADVISORS LLC28,12535,752+7,6270.020.02-0.00buy
Brooklyn Investment Group1,3168,732+7,4160.010.05+0.03buy
TWINBEECH CAPITAL LP07,350+7,3500.000.13+0.13buy
Vident Advisory, LLC14,42921,690+7,2610.030.03+0.00buy
MARSHALL WACE, LLP3,45410,583+7,1290.000.00+0.00buy
Hillsdale Investment Management Inc.06,810+6,8100.000.03+0.03buy
EXENCIAL WEALTH ADVISORS, LLC06,736+6,7360.000.04+0.04buy
FIFTH THIRD BANCORP3126,933+6,6210.000.00+0.00buy
VIRGINIA RETIREMENT SYSTEMS ET Al06,400+6,4000.000.01+0.01buy
Hunter Perkins Capital Management, LLC06,097+6,0970.000.24+0.24buy
CAPITAL FUND MANAGEMENT S.A.61,20967,205+5,9960.130.10-0.02buy
WEDBUSH SECURITIES INC05,875+5,8750.000.03+0.03buy
LPL Financial LLC10,18415,647+5,4630.000.00+0.00buy
Chicago Capital, LLC69,04174,162+5,1210.370.34-0.03buy
Bank of New York Mellon Corp169,957175,006+5,0490.010.01-0.00buy
Y-Intercept (Hong Kong) Ltd4,6579,583+4,9260.020.03+0.01buy
Creative Planning29,57834,401+4,8230.000.00-0.00buy
OSAIC HOLDINGS, INC.17,81322,613+4,8000.010.01-0.00buy
ALLIANCEBERNSTEIN L.P.26,21630,966+4,7500.000.00+0.00buy
BARCLAYS PLC23,25227,950+4,6980.000.00-0.00buy
Magnetar Financial LLC04,621+4,6210.000.01+0.01buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM25,40729,423+4,0160.010.01-0.00buy
HANTZ FINANCIAL SERVICES, INC.2194,220+4,0010.000.01+0.01buy
RV Capital AG03,700+3,7000.000.17+0.17buy
State of New Jersey Common Pension Fund D10,27813,895+3,6170.010.01+0.00buy
GSA CAPITAL PARTNERS LLP03,576+3,5760.000.04+0.04buy
LEVEL FOUR ADVISORY SERVICES, LLC4,6028,075+3,4730.030.04+0.01buy
CSS LLC/IL2,3205,510+3,1900.030.05+0.02buy
INCEPTIONR LLC03,070+3,0700.000.12+0.12buy
CenterBook Partners LP2,2895,232+2,9430.020.05+0.02buy
STATE OF WISCONSIN INVESTMENT BOARD8,90711,840+2,9330.000.00+0.00buy
CONGRESS ASSET MANAGEMENT CO74,54177,405+2,8640.110.09-0.02buy
LAZARD ASSET MANAGEMENT LLC11,91714,737+2,8200.000.00-0.00buy
FOX RUN MANAGEMENT, L.L.C.4,4717,278+2,8070.150.21+0.06buy
LSV ASSET MANAGEMENT02,800+2,8000.000.00+0.00buy
Capula Management Ltd02,760+2,7600.000.00+0.00buy
BOOTHBAY FUND MANAGEMENT, LLC02,571+2,5710.000.01+0.01buy
GHP Investment Advisors, Inc.02,486+2,4860.000.02+0.02buy
DRW Securities, LLC02,475+2,4750.000.02+0.02buy
Sepio Capital, LP2,8475,246+2,3990.030.05+0.01buy
ACADIAN ASSET MANAGEMENT LLC3692,749+2,3800.000.00+0.00buy
Tidal Investments LLC2,8355,178+2,3430.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC596,982599,222+2,2400.010.01-0.00buy
Janney Montgomery Scott LLC02,236+2,2360.000.00+0.00buy
denkapparat Operations GmbH2,3564,574+2,2180.280.32+0.04buy
BARLOW WEALTH PARTNERS, INC.55,53357,720+2,1871.301.18-0.12buy
HARBOR CAPITAL ADVISORS, INC.2,1404,299+2,1590.040.06+0.02buy
ExodusPoint Capital Management, LP02,118+2,1180.000.00+0.00buy
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